Investment Analytics & Reporting Associate in Charlotte, North Carolina at Martello Re

About Martello Re

At Martello Re, we are building a distinctive reinsurance offering grounded in exceptional client service, innovative solutions, and advanced data analytics. We are committed to attracting top talent and empowering individuals to make meaningful contributions while advancing their careers. Our dynamic, high-energy environment fosters collaboration and encourages bold thinking at all levels. At the same time, we maintain a steadfast focus on long-term financial strength to serve the best interests of our cedants and their policyholders.

The Investment Analytics & Reporting Associate will support the investment team by developing and maintaining accurate and timely production of investment reports for internal and external stakeholders. This position is ideal for someone with a strong background in data analysis and a passion for financial markets. The Associate will collaborate cross-functionally with Actuarial, Finance, and Risk to optimize investment insights, support key enterprise objectives, and build scalable, reliable systems and reporting tools for managing a complex, multi-asset insurance portfolio.

Key Duties and Responsibilities

• Manage the end-to-end preparation, review, and distribution of monthly, quarterly, and annual investment reports, including portfolio performance summaries and regulatory updates.
• Lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk.
• Design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions across business segments.
• Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions.
• Create and maintain models for ad hoc analysis, scenario modeling, and trend identification across asset classes.
• Collaborate with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems supporting the investment function.
• Conduct and communicate market and macroeconomic research that informs asset allocation decisions.
• Perform other tasks as assigned.

Required Education and Experience

• Bachelor’s degree in Finance, Business, Economics, or a related quantitative discipline.
• Minimum of 5 years of relevant experience in investment reporting, analytics, or portfolio management support roles.
• Demonstrated experience in insurance asset management or within the investment function of a financial institution.
• Exceptional attention to detail with the ability to manage multiple deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to present complex financial data clearly to non-technical audiences.
• Experience working at a life and annuity insurer or reinsurer.
• Familiarity with liability-driven investment strategies and asset-liability modeling.
• Experience with Bermuda regulatory reporting or solvency frameworks.

Required Skills

• Strong problem-solving skills, with the ability to analyze complex data, identify key drivers, and develop practical, well-reasoned solutions.
• Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members.
• Strong proficiency in data analytics tools such as FactSet, Bloomberg, Excel, PowerPoint, SQL, Power BI, or Tableau.
• Understanding of capital markets, investment performance metrics, and portfolio risk analytics.
• Exceptional attention to detail, ensuring accuracy, consistency, and quality in analysis, reporting, and deliverables.
• Highly organized with a strong sense of accountability and ownership.
• Proven ability to collaborate cross-functionally and adapt in a fast-paced, startup-style environment.
• Self-starter with a strong work ethic and commitment to continuous learning.

Location and Travel

• Martello Re welcome candidates located in Charlotte, NC, or within a reasonable commuting distance to our Charlotte office. This role follows a hybrid work model. We are proud to be an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
• Occasional domestic travel (10–20%) may be required for meetings with investment managers, conferences, or training sessions.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Supervisory Responsibilities

• This position does not have direct reports but may provide mentorship or project support to junior analysts or interns.

Note for Recruitment Agencies

We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization. Martello Re bears no responsibility for fees related to unsolicited resumes.

Note to Applicants

Personal Information collected is used for recruitment purposes only and will be shared with hiring managers and those involved in the hiring process. We may retain your personal information for a reasonable period in compliance with applicable regulations, typically one year post application submission, to enable us to match your details with other suitable job opportunities that may arise from time to time, unless otherwise requested. Please refer to Martello Re’s Privacy Notice for further information on your rights and how we protect your personal information: Privacy Notice– Martello Re.